This Solution includes one Assembly that contains Tools based on Workflow Activities. You must import this solution, to use it.
To import the Solution follow these steps:
- Download the ZIP file from the Releases tab (https://github.com/demianrasko/Dynamics-365-Workflow-Tools/releases) Access to the Dynamics 365 (CRM) environment and navigate to Settings>Solutions
- Click on Import and select the ZIP file
- Follow the wizzard steps
To see how to use each of the tools includes in this solution, please access to the following links:
- 1: Force Calculate Rollup Field
- 2: Apply Routing Rules
- 3: Query Values Step
- 4: Share Record With Team
- 5: Share Record With User
- 6: Unshare Record With Team
- 7: Unshare Record With User
- 8: Check If User is in Role
- 9: Check If User is in Team
- 10: Add To Marketing List
- 11: Remove From Marketing List
- 12: Clone Record
- 13: Set Process
- 14: Rollup Functions
- 15: Entity Attachment To Email
- 16: Pick From Queue
- 17: Queue Item Count
- 18: Add Role To User
- 19: Add Role To Team
- 20: Remove Role From User
- 21: Remove Role From Team
- 22: Set User Settings
- 23: String Functions
- 24: Delete Record
- 25: Entity Json Serializer
- 26: Qualify Lead
- 27: Add Marketing List To Campaign
- 28: Copy Marketing List Members
- 29: Copy To Static List
- 30: Is Member Of Marketing List
- 31: Remove From All Marketing Lists
- 32: Numeric Functions
- 33: Email To Team
- 34: Set Process Stage
- 35: Entity Mobile Deep Link
- 36: Send Email
- 37: Geocode Address
- 38: Add User To Team
- 39: Remove User From Team
- 40: Associate Entity
- 41: Goal Recalculate
- 42: Get Initiating User
- 43: Encrypt Text
- 44: Check Associate Entity
- 45: Set State
- 46: Update Child Records
- 47: Disassociate Entity
- 48: Insert Option Value
- 49: Delete Option Value
- 50: Sales Literature To Email
- 51: Send Email From Template To Users In Role
- 52: Send Email To Users In Role
- 53: Calculate Price
- 54: Execute Workflow By ID
- 55: JSON Parser
- 56: Date Functions
